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San Luis Wealth Advisors’s Microchip Technology MCHP Stock Holding History

San Luis Wealth Advisors’s Portfolio MCHP Stock Details MCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,288
Closed -$1.73M – 121
2023
Q2 		$1.73M Buy
19,288
+797
+4% +$62.9K 0.61% 34
2023
Q1 		$1.55M Buy
+18,491
New +$1.47M 0.59% 52

Other funds holding MCHP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Luis Wealth Advisors's MCHP Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Microchip Technology (MCHP) in Q3 2023, closing a stake of 19,288 shares — an estimated $1.73M sold.

San Luis Wealth Advisors first reported a position in MCHP in Q1 2023 and held it in 2 quarters. The position peaked at $1.73M in Q2 2023. 1,146 funds tracked by Wall St. Rank hold MCHP as of Q3 2023.

  • San Luis Wealth Advisors reported no remaining Microchip Technology position as of Q3 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 19,288 Microchip Technology shares in Q3 2023, an estimated $1.73M.
  • San Luis Wealth Advisors first reported a position in Microchip Technology in Q1 2023 and held it in 2 quarters.
  • San Luis Wealth Advisors's Microchip Technology position peaked at $1.73M in Q2 2023.
  • 1,146 funds tracked by Wall St. Rank held Microchip Technology as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.